How an engagement typically works

Every engagement is shaped around the business, but most follow the same basic path. Here's what to expect.

Introduction: discuss what's going on and whether outside help makes sense
Diagnostic: review financials, systems and team, and other relevant information
Planning: agree on key objectives, priorities, deliverables and the time commitment
Work: a regular cadence, such as weekly or a few days a month, with clear reporting
Handoff or continue: build the team and tools so the business can sustain the work, or continue on retainer

The first conversation is the place to find out whether this is a fit at all. Sometimes the honest answer is that you need something else, such as a better bookkeeper, a CPA firm or a full-time hire, and it's better to know that early.